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Eaton Vance Tx-Mgd Value C ECTVX Fund Analysis

| Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis ECTVX

Will ECTVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Tax bills are top of mind.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. The strategy’s goal to limit taxes is commendable objective but limits investment flexibility and results in a middle-of-the-pack offering. The following text is from July 25, 2023.

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